Instructions for Completing the 2014-15 Annual Performance Report (apr)


SECTION I, Part 1—Project Identification/Reporting Periods/Contact Information/ Certification and Warning Statements



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SECTION I, Part 1—Project Identification/Reporting Periods/Contact Information/ Certification and Warning Statements




A. Project Identification


1. Pre-populated

2. Pre-populated

3. Pre-populated

4. Pre-populated

5. Pre-populated

APR and Academic Year Reporting Periods


6a. Pre-populated

6b. Enter the date for the first day of classes, that is, the official date when courses first began for the 2014-15 academic year.



Project Director and Data Entry Contact Information


7a. Pre-populated

7b. Pre-populated

7c. Pre-populated

7d. Pre-populated

8a. Enter the data entry contact first and last name

8b. Enter the data entry contact telephone number

8c. Enter the data entry contact email address


B. Certification


Signatures for the both the project director and the certifying official are required in this section. You must upload a scanned signed copy of Section I using the online Web application. If you are not able to upload Section I, please contact the Help Desk at (703) 846-8248 or via e-mail at generaltrio@cbmiweb.com. When contacting the Help Desk via email, please do not send any attachments.
With the exception of Section I of the report, please do not send a paper copy of the performance report.

SECTION I, Part 2—Project Services

Enter the number of participants who received the required services and permissible services. A participant may be counted only one time in each category. For example, if the number of participants served is 30, none of services should have a number exceeding 30.


For further information, please refer to the definitions provided in the instructions.

SECTION II: PARTICIPANT RECORD STRUCTURE

Before you begin, please familiarize yourself with the participant data fields and the “Definitions



That Apply.” The McNair participant record structure contains forty-eight (48) data fields.

The first two fields are project identifiers. The remaining 46 fields are student data fields and may or



may not require or allow updates as noted with an “X” below.


Field

#



Field Name


You cannot update

You should not have to update



You may

update

1

Pr/Award Number

X







2

Batch Year







X

3

Social Security Number

X







4

Student’s Last Name

X







5

Student’s First Name

X







6

Student’s Middle Initial




X




7

Student’s Date of Birth

X







8

Gender







X

9

Ethnicity—Hispanic




X




10

Race—American Indian/Alaskan Native




X




11

Race—Asian




X




12

Race—Black or African American




X




13

Race—White




X




14

Race—Native Hawaiian or Other Pacific Islander




X




15

Low-income




X




16

First-generation




X




17

Under-represented racial/ethnic

group





X




18

First Postsecondary Education Enrollment Date




X




19

Attendance at Community College/2-year Institution




X




20

Project Entry Date




X




21

Grade Level at Project Entry




X




22

Participant Status (during academic year being reported)







X

23

Enrollment Status

(during academic year being reported)







X

24

Project Participation (during academic year being reported)







X

25

Funding Source (during academic year being reported)







X

26

STEM Discipline




X




27

Bachelor’s Degree (or equivalent)




X




28

Date of Bachelor’s Degree (or equivalent)




X




29

Graduating Cohort Year of Bachelor’s Degree

X







30

Main field of Study (Bachelor’s Degree Earned)




X




31

Cumulative GPA (upon graduation with a bachelor’s degree)




X




32

Research Activity (2014-15 academic year)







X

33

Other Scholarly Activity (2014-15 academic year)







X

34

McNair Research Internship (2014-15 academic year)







X

35

Graduate School Admissions Test




X




36

Date of First Graduate School Enrollment




X




37

Graduate Institution First Attended




X




38

Graduate School Enrollment Status

(at the beginning of the 2015-16 academic year)







X

39

First-Year Graduate Student Persistence Status

(at the beginning of the 2015-16 academic year)







X

40

Current Year of Graduate Study (during academic

year being reported)







X

41

Graduate Student’s Main Field of Study

(at time of entrance)




X




42

Graduate Assistantships

(for 1st year graduate students only)




X




43

Reason Left Graduate School




X




44

Highest Graduate Degree Earned

(as of the end of the academic year)







X

45

Date Highest Graduate Degree Earned







X

46

Institution Where Doctorate Degree was Earned




X




47

Doctorate Recipient’s Employment Activity




X




48

Student’s Name Change—Optional (Full Name)







X


You cannot update means you cannot change the response you provided in the previous reporting period.
You should not have to update means that once you provide a response, you should not need to update the field unless the response was incorrect or the response in a previous reporting period was “Unknown” but you now have new information.
You may update means that you may have to update the information if the status of the participant has changed. For example, if in a previous reporting period you indicated the participant was “Enrolled” (i.e., field 23, option 1) but in this reporting period the participant is no longer enrolled, you need to update the response from “Enrolled” to “Not Enrolled.”

Definitions That Apply




Bachelor’s Degree:


  • Equivalent of a bachelor’s degree means any McNair participant who completed their undergraduate studies but did not earn a baccalaureate degree because their institution does not confer baccalaureate degrees until the student is enrolled in a graduate program or has completed their graduate studies.

  • Graduating Cohort Year of Bachelor’s Degree means the year in which the participant earned their bachelor’s degree.


Current Participant means a participant who was served by the project in the reporting period. (Note: The sum of new and continuing participants should equal the total number of participants served during the 2014-15 reporting period.)
Eligibility Status:

  • Low-income individual means an individual whose family’s taxable income did not exceed 150 percent of the poverty level amount in the calendar year preceding the year in which the individual initially participated in the project. The poverty level amount is determined using criteria of poverty established by the Bureau of the Census of the U.S. Department of Commerce.

  • First-generation college student means: (1) an individual neither of whose natural or adoptive parents received a baccalaureate degree; or (2) an individual who, prior to the age of 18, regularly resided with and received support from only one parent and whose supporting parent did not receive a baccalaureate degree; or (3) an individual who, prior to the age of 18, did not regularly reside with or receive support from a natural or adoptive parent.

  • Groups underrepresented in graduate education currently include the following ethnic and racial groups: Black (non-Hispanic), Hispanic, American Indian, Alaskan Native, Native Hawaiians and Native American Pacific Islanders.


Enrollment Status:

  • Enrolled is defined as a student who was enrolled in postsecondary education at least one term in the academic year being reported.

  • Not enrolled is defined as a student who was not enrolled in postsecondary education for any of the terms in the academic year being reported.


Ethnicity/Race:

  • Hispanic or Latino – means a person of Mexican, Puerto Rican, Cuban, Central or South American or other Spanish culture or origin, regardless of race.

  • American Indian or Alaska Native - American Indian/Alaskan Native refers to a person having origins in any of the original peoples of North and South America (including Central America), and who maintains tribal affiliation or community attachment.

  • Asian - A person having origins in any of the original peoples of the Far East, Southeast Asia, or the Indian subcontinent, including, for example, Cambodia, China, India, Japan, Korea, Malaysia, Pakistan, the Philippine Islands, Thailand, and Vietnam.

  • Black or African American - A person having origins in any of the black racial groups of Africa.

  • White - A person having origins in any of the original peoples of Europe, the Middle East, or North Africa.

  • Native Hawaiian or Other Pacific Islander – A person having origins in any of the original peoples of Hawaii or other Pacific islands such as Samoa and Guam.


Integrated Postsecondary Education Data System (IPEDS) is the primary source for data on colleges, universities, and technical and vocational postsecondary institutions in the United States.
Participant Status:

  • A new participant is an individual who was served by the project for the first time in the reporting period.

  • A continuing participant is an individual who was served by the project for the first time in any prior reporting period and also received services in the this reporting period.

  • A prior year is an individual served by the project in any prior reporting period but did not receive services in this reporting period.

  • A prior-year participant who is deceased is an individual served by the project in any prior reporting period but is now deceased.


Project Services

  • Research or Other Scholarly Activities means an educational activity that meets all of the following criteria:

    • is more rigorous than is typically available to undergraduates in a classroom setting;

    • is definitive in its start and end dates;

    • contains appropriate benchmarks for completion of various components; and

    • is conducted under the guidance of an appropriate faculty member with experience in the relevant discipline.

  • Summer Internships that are research-based means an educational activity that: (1) is more rigorous than is typically available to undergraduates in a classroom setting; (2) is definitive in its start and end dates; (3) contains appropriate benchmarks for completion of various components; and (4) is conducted under the guidance of the an appropriate faculty member with experience in the relevant discipline. Summer Internships that are not research-based means an educational experience in which participants, under the guidance and direction of experienced faculty researchers, are provided an opportunity to engage in research or other scholarly activities.

  • Seminars and Other Educational Activities means group activities that provide participants with the opportunity to receive information or practice methodology in one or more areas necessary for the successful navigation of the educational system relative to the attainment/completion of their doctoral studies.

  • Tutoring means academic assistance provided by an advanced undergraduate or graduate student or a professional staff.

  • Academic counseling means assisting students in making educational plans, selecting appropriate courses, meeting academic requirements, and planning for graduation and graduate education.

  • Admission assistance to graduate school means assisting students in choosing graduate or professional programs and applying for admission to those programs.

  • Financial aid assistance to graduate school means assisting students individually or in small groups in completing financial aid applications and securing fellowships and other forms of financial assistance for graduate study.

  • Education or Counseling to Improve Financial and Economic Literacy means knowledge about personal financial decision-making, which may include but is not limited to knowledge related to:

    • Personal and family budget planning;

    • Understanding credit-building principles to meet long-term and short-term goals (e.g., loan to debt ratio, credit scoring, negative impacts on credit scores, etc.);

    • Cost planning for postsecondary or post-baccalaureate education (e.g., spending, saving, personal budgeting, etc.);

    • College cost of attendance (e.g., public vs. private, tuition vs. fees, personal costs, etc.);

    • Financial assistance (e.g., searches, application processes, and differences between private and government loans, assistantships, etc.); and

    • Assistance in completing the Free Application for Federal Student Aid (FAFSA).

  • Mentoring means professionals, other than project staff, working with project students to expose them to careers that require doctoral degrees.

  • Exposure to Cultural Events and Academic Programs means any project sponsored activities, such as field trips, special lectures, and symposiums that have, as their purpose, the improvement of the project participants’ academic progress and personal development.

  • Other means additional activities not listed above that are designed to meet the purpose of the McNair Program.


National Center for Education Statistics (NCES) is the primary federal entity for collecting and analyzing data related to education in the United States and other nations. NCES is located within the U.S. Department of Education and the Institute of Education Sciences.
NCES IPEDS ID is unique identification number assigned to postsecondary institutions surveyed through the Integrated Postsecondary Education Data System (IPEDS) and is also referred to as the UNITID.
Science, Technology, Engineering or Mathematics (STEM) means a program of study in the fields of science, technology, engineering, and mathematics (i.e., “hard sciences”) and includes disciplines such as:

  • Computer and Information Sciences

  • Engineering

  • Life Sciences, including agricultural sciences/natural resources, biological/biomedical sciences, and health sciences

  • Mathematics

  • Physical Sciences, including astronomy, atmospheric science and meteorology, chemistry, geological and earth sciences, ocean/marine sciences, and physics.


Survey of Earned Doctorate (SED) is a federal agency survey conducted by the National Opinion Research Center (NORC) for the National Science Foundation (NSF) and five other federal agencies. The SED gathers information annually on research doctorate graduates about their educational histories, funding sources, and post-doctoral plans. The 2013-14 SED questionnaire can be found at: http://www.norc.org/PDFs/SED-Findings/Fillable%20Quex%202014_FINAL.pdf.


Instructions for Participant Data File






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